Category Archives: Quick Quill

Home Sellers Continue to Bleed Pricing Power

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Mixed Macro Messages on Capex and Consumers Cloud Rate-Cut Path

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Tariff Pass-Through Overshadows Bearish Capex

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Hiring and M&A Flag a Fed that’s Further Behind the Curve

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Upping Conviction for Up-in-Quality Credit and the Bull Steepener

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Clash Between Tariff Concerns for Goods and Faltering Demand for Services Labor

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Overly Burdened Household Balance Sheets Collide with High Youth Unemployment

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CEOs and Big Data Herald Rising Joblessness and Lower Rates

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Asymmetric Housing Risks Defy the Fed’s Dual Mandate

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Higher Conviction for a Bull Steepener

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